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2010: The Skills You'll Need How you communicate will matter more than what you know in the future for financial planners.   |
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July 2009
Sherri Scordo |
NAPFA Under Ethics Spotlight After drawing unwanted attention when some of its members were recently accused of fraud, the National Association of Personal Financial Advisors is wrestling with ways to ensure that members abide by the organization's ethical standards. |
Financial Planning
August 1, 2008
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What Do I Do Now? The distress in the stock market is testing clients' nerves and sending the anguished to their planners' offices for white-knuckle conferences. |
CFO
May 8, 2006
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Easy Target? That first chance to buy an alternative investment product is like an invitation to join an elite country club. The problem is, many executives fail to look closely enough at what they're getting into. Don't open your wallet to an investment pitch you don't understand. |
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January 1, 2012
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One and Only Planners have been hearing about and preparing for the baby boom ever since the first 1946er became a client. Yet their single-minded focus on boomers may mean they've missed another demographic trend: the singles surge. |
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May 1, 2010
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Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time. |
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February 2009
Melanie Waddell |
Teaming Up for Change The National Association of Personal Financial Advisors, the Financial Planning Association, and the Certified Financial Planner Board of Standards -- which have joined forces to lobby Congress on financial services reform -- christen themselves the Financial Planning Coalition. |
Investment Advisor
July 2008 |
Changes Robert "Bob" Reynolds... Charles "Ed" Haldeman... Diahann Lassus... George Curtis... Scott Friestad... Ken Ziesenheim... Ronald Fiske... Dan Moisand... V. Raymond Ferrara... James Knaus... Yvonne Dean... Michael Ross... Joe Terranova... Chey Payne... John Sawyer... |
Financial Advisor
July 2006
Tracey Longo |
Why Aren't There More Women? NAPFA's new women's roundtable plans to learn why more women aren't choosing the financial advisory profession. |
Financial Planning
January 1, 2009
Donald Jay Korn |
Outlook 2009 The long-term outlook is brighter than the current vista. Markets have always turned up after downturns and there's no reason to think this pattern will end. |
Investment Advisor
February 2009
James J. Green |
Growth, and Advocacy A conversation with Diahann Lassus, NAPFA Chair, about NAPFA's growth, what the reaction will be in Washington to the Bernie Madoff scandal, and what NAPFA hopes to accomplish with the financial planning coalition. |
Financial Planning
July 1, 2005
Ed McCarthy |
Young Tech Turks Financial planning firms looking to upgrade their technology expertise are turning to Generation Y interns. |
